Sale Status and Status Detail

Arguably one of the most important things to understand when working the Sale are the Status and Status Detail values. Watch this video and follow along with this Article to learn more about Sale Status and Status Detail.

Note: Changing the Status will update the Date fields for Approved On, Not Approved On, Net On and Completed On. When you select the related Status, the date field is populated with today's date. You can manually edit the Date once it has been populated. 

Watch this 2-minute video on updating Status and how to change the Net On date once a Sale has been Approved and marked as Net. 

Watch this 4-minute video on using List Views and Reports and setting Filters based on Status and Status Details. Keep in mind, your company will likely want to setup List Views specific to your business processes and your custom Status Detail values. 

The Status and Status Detail represent where this sale is within its lifecycle with your company. When you update the Status and Status Detail properly, you will be able to use List Views on the Sales Tab to see all Sales within a certain Status. 

The Filters within each List View ensure that you are seeing the Sale records which meet the Filter criteria in each list. For this reason, it is critical that your staff update the Status and Status Detail each time there is a change. In other words, if a Sale was Completed, but the team never updated the status from Net to Complete, that Sale will retain the status of Net and be displayed on the "Net " Sales list view, rather than in a "Completed" Sales list view where it belongs. 

Be sure to keep Status and Status Detail up-to-date on every Sale record. 

Status field

These values represent the overall Status of the Sale at a higher level than Status Detail. The value “In Review” is the default Status value when the Sale is first created. Let's review each of the Sale Statuses:

• In Review - represents a new Sale that has not yet been approved
• Approved - represents a sale that has been approved, which can mean different things to different organizations, but the intention is that changing from “In Review” to “Approved” refers to the acceptance of the contract and agreement to move forward with the proposed work. 
• Not Approved - represents a Sale that was rejected or considered to be invalid
• Net - represents a Sale that is ready for production to begin, this means the Sale has been approved by your company and the contract is past any legal right of rescission period (check your State/Province to be sure you are operating in compliance with right-of-rescission laws for in-home sales).
• Complete - represents a Sale that has been completely worked, Production has been completed and your company's contractual agreement with the contract has been fulfilled.  

Status Detail field

The Status Detail values available for selection are dependent upon the value selected for the Status in order to restrict the user's selection to only include a relevant list of choices. If your business requires you to customize values to represent the appropriate stages of working a sale, we recommend that you customize the values in the Status Detail field, rather than the values in the Status field. NOTE: Modifying values in the Status field will result in inefficient List Views.  

Watch the Admin video below and see also: Working with Dependent Picklist values 

Please take some time to familiarize yourself with the Status and Status Detail values and set internal procedures around updating these values. The Status and Status Detail must be used consistently by your whole team. Please practice updating the Status and Status Detail, simulating a Sale going through your business' approval process, setting appropriate Status Detail values and then discuss the proper procedure with your team. 

To Edit the Status of a Sale, click the Edit button in the top right of the Sale page.  
 

Viewing the available Status values is possible from the edit page on the Sale. 

 

NOTE: Changing the Status to Approved will stamp the date in the "Approved On" date Field. Changing the Status to Net will stamp the date in the "Net On" date field. Changing the Status to "Not Approved" will stamp the date in the "Not Approved On" date field. Changing the Status to "Complete" will stamp the date in the "Complete On" date field. 

Also note how the values available in the Status Detail field change based on the value selected in the Status field. This is known as a dependent picklist. 

 

To customize the Status Detail values, see also: Working with Dependent Picklist values you will see a matrix which allows you to select which Status Detail values are available under each Status. Noite: Only the System Administrator will be able to make this change in the system. 

When your company is using Status and Status Details consistently and effectively, the Status and Status Detail fields can be used to filter records that appear in specific Sale list views. In the example below, we've created a custom List for "Approved for Production" to isolate any Sales with a Status Detail of Approved for Production.